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BlackRock Muniyield Invt FD COM

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Osaic Holdings, Inc.
INCREASED
Shares230,059 from 215,758
Change+14,301 (+7%)
Value$3.2K (+$191)
Filed 2021-05-13
UBS Group AG
INCREASED
Shares229,727 from 214,490
Change+15,237 (+7%)
Value$3.2K (+$205)
Filed 2021-05-12
Rivernorth Capital Management, LLC
NEW
Shares165,110
Change+165,110
Value$2.3K
Filed 2021-05-17
Morgan Stanley
DECREASED
Shares164,728 from 187,414
Change-22,686 (-12%)
Value$2.3K (-$324)
Filed 2021-05-17
Guggenheim Capital LLC
DECREASED
Shares111,220 from 123,033
Change-11,813 (-10%)
Value$1.6K (-$170)
Filed 2021-05-13
Mutual Advisors, LLC
INCREASED
Shares91,370 from 64,950
Change+26,420 (+41%)
Value$1.3K (+$366)
Filed 2021-05-13
Invesco Ltd.
DECREASED
Shares84,243 from 84,502
Change-259 (0%)
Value$1.2K (-$7)
Filed 2021-05-17
Rockefeller Capital Management L.P.
INCREASED
Shares72,400 from 70,500
Change+1,900 (+3%)
Value$1.0K (+$24)
Filed 2021-05-11
Ameriprise Financial Inc
INCREASED
Shares67,416 from 51,392
Change+16,024 (+31%)
Value$910 (+$192)
Filed 2021-05-17
Wakefield Asset Management Lllp
DECREASED
Shares62,881 from 62,974
Change-93 (0%)
Value$877 (-$3)
Filed 2021-05-11
Van Eck Associates Corp
INCREASED
Shares60,230 from 54,978
Change+5,252 (+10%)
Value$840 (+$71)
Filed 2021-05-13
Ackerman Capital Advisors, LLC
INCREASED
Shares57,037 from 32,500
Change+24,537 (+76%)
Value$795 (+$341)
Filed 2021-04-29
Robinson Capital Management, LLC
NEW
Shares49,905
Change+49,905
Value$698
Filed 2021-04-29
Wolverine Asset Management LLC
INCREASED
Shares48,164 from 32,457
Change+15,707 (+48%)
Value$671 (+$218)
Filed 2021-05-13
Raymond James & Associates
DECREASED
Shares39,875 from 40,130
Change-255 (-1%)
Value$556 (-$5)
Filed 2021-05-14
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares38,757 from 35,017
Change+3,740 (+11%)
Value$540 (+$50)
Filed 2021-05-14
Wells Fargo & Company
INCREASED
Shares37,435 from 32,143
Change+5,292 (+16%)
Value$522 (+$72)
Filed 2021-05-13
HighTower Advisors, LLC
UNCHANGED
Shares32,632 from 32,632
Change0 (0%)
Value$456 (-$1)
Filed 2021-05-10
SIT Investment Associates Inc
NEW
Shares28,740
Change+28,740
Value$401
Filed 2021-05-13
Insight Wealth Strategies, LLC
INCREASED
Shares19,690 from 15,946
Change+3,744 (+23%)
Value$274 (+$51)
Filed 2021-05-12
Kestra Advisory Services, LLC
DECREASED
Shares18,584 from 27,761
Change-9,177 (-33%)
Value$259 (-$127)
Filed 2022-07-27
Avantax Planning Partners, Inc.
UNCHANGED
Shares17,895 from 17,895
Change0 (0%)
Value$249 (-$1)
Filed 2021-05-06
Karpus Management, Inc.
NEW
Shares17,276
Change+17,276
Value$241
Filed 2021-05-17
Bank of America Corp
DECREASED
Shares15,658 from 15,676
Change-18 (0%)
Value$218 (-$1)
Filed 2021-05-14
LPL Financial LLC
UNCHANGED
Shares14,850 from 14,850
Change0 (0%)
Value$207 (-$1)
Filed 2021-05-14
Cambridge Trust Co
NEW
Shares13,500
Change+13,500
Value$188
Filed 2021-05-14
Alliancebernstein L.P.
UNCHANGED
Shares13,189 from 13,189
Change0 (0%)
Value$184 ($0)
Filed 2021-05-06
Royal Bank of Canada
DECREASED
Shares11,908 from 12,033
Change-125 (-1%)
Value$166 (-$2)
Filed 2021-07-20
Successful Portfolios LLC
UNCHANGED
Shares10,712 from 10,712
Change0 (0%)
Value$149 (-$1)
Filed 2021-04-20
Mid Atlantic Financial Management Inc
NEW
Shares10,556
Change+10,556
Value$147
Filed 2021-05-11
Fifth Third Bancorp
UNCHANGED
Shares10,549 from 10,549
Change0 (0%)
Value$147 ($0)
Filed 2021-05-07
PNC Financial Services Group, Inc.
UNCHANGED
Shares4,162 from 4,162
Change0 (0%)
Value$58 ($0)
Filed 2021-05-07
Nfsg Corp
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$43 ($0)
Filed 2021-09-07
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$41.8K (+$41.8K)
Filed 2021-05-17
Accel Wealth Management
INCREASED
Shares1,282 from 1,272
Change+10 (+1%)
Value$18 ($0)
Filed 2021-05-10
American Portfolios Advisors
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$17.3K (-$49)
Filed 2023-03-22
Anchor Investment Management, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$12.5K (-$36)
Filed 2024-01-02
Carroll Financial Associates, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$8 ($0)
Filed 2021-04-06
Ranch Capital Advisors Inc.
CLOSED
Shares0 from 28,155
Change-28,155 (-100%)
Value$0 (-$393)
Filed 2021-05-17
Truist Financial Corp
CLOSED
Shares0 from 22,568
Change-22,568 (-100%)
Value$0 (-$315)
Filed 2021-05-17
Greytown Advisors Inc.
CLOSED
Shares0 from 10,659
Change-10,659 (-100%)
Value$0 (-$149)
Filed 2021-05-17
Hoover Financial Advisors, Inc.
CLOSED
Shares0 from 4,709
Change-4,709 (-100%)
Value$0 (-$66)
Filed 2021-05-14
Altus Wealth Group LLC
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$50)
Filed 2021-05-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-05-13
Status
Osaic Holdings, Inc.
INCREASED230,059215,758+14,301+7%$3.0K$3.2K+$1912021-05-13
UBS Group AG
INCREASED229,727214,490+15,237+7%$3.0K$3.2K+$2052021-05-12
Rivernorth Capital Management, LLC
NEW165,110—+165,110——$2.3K—2021-05-17
Morgan Stanley
DECREASED164,728187,414-22,686-12%$2.6K$2.3K-$3242021-05-17
Guggenheim Capital LLC
DECREASED111,220123,033-11,813-10%$1.7K$1.6K-$1702021-05-13
Mutual Advisors, LLC
INCREASED91,37064,950+26,420+41%$908$1.3K+$3662021-05-13
Invesco Ltd.
DECREASED84,24384,502-2590%$1.2K$1.2K-$72021-05-17
Rockefeller Capital Management L.P.
INCREASED72,40070,500+1,900+3%$985$1.0K+$242021-05-11
Ameriprise Financial Inc
INCREASED67,41651,392+16,024+31%$718$910+$1922021-05-17
Wakefield Asset Management Lllp
DECREASED62,88162,974-930%$880$877-$32021-05-11
Van Eck Associates Corp
INCREASED60,23054,978+5,252+10%$769$840+$712021-05-13
Ackerman Capital Advisors, LLC
INCREASED57,03732,500+24,537+76%$454$795+$3412021-04-29
Robinson Capital Management, LLC
NEW49,905—+49,905——$698—2021-04-29
Wolverine Asset Management LLC
INCREASED48,16432,457+15,707+48%$453$671+$2182021-05-13
Raymond James & Associates
DECREASED39,87540,130-255-1%$561$556-$52021-05-14
Raymond James Financial Services Advisors, Inc.
INCREASED38,75735,017+3,740+11%$490$540+$502021-05-14
Wells Fargo & Company
INCREASED37,43532,143+5,292+16%$450$522+$722021-05-13
HighTower Advisors, LLC
UNCHANGED32,63232,63200%$457$456-$12021-05-10
SIT Investment Associates Inc
NEW28,740—+28,740——$401—2021-05-13
Insight Wealth Strategies, LLC
INCREASED19,69015,946+3,744+23%$223$274+$512021-05-12
Kestra Advisory Services, LLC
DECREASED18,58427,761-9,177-33%$386$259-$1272022-07-27
Avantax Planning Partners, Inc.
UNCHANGED17,89517,89500%$250$249-$12021-05-06
Karpus Management, Inc.
NEW17,276—+17,276——$241—2021-05-17
Bank of America Corp
DECREASED15,65815,676-180%$219$218-$12021-05-14
LPL Financial LLC
UNCHANGED14,85014,85000%$208$207-$12021-05-14
Cambridge Trust Co
NEW13,500—+13,500——$188—2021-05-14
Alliancebernstein L.P.
UNCHANGED13,18913,18900%$184$184$02021-05-06
Royal Bank of Canada
DECREASED11,90812,033-125-1%$168$166-$22021-07-20
Successful Portfolios LLC
UNCHANGED10,71210,71200%$150$149-$12021-04-20
Mid Atlantic Financial Management Inc
NEW10,556—+10,556——$147—2021-05-11
Fifth Third Bancorp
UNCHANGED10,54910,54900%$147$147$02021-05-07
PNC Financial Services Group, Inc.
UNCHANGED4,1624,16200%$58$58$02021-05-07
Nfsg Corp
UNCHANGED3,0683,06800%$43$43$02021-09-07
Steward Partners Investment Advisory, LLC
UNCHANGED3,0003,00000%$42$41.8K+$41.8K2021-05-17
Accel Wealth Management
INCREASED1,2821,272+10+1%$18$18$02021-05-10
American Portfolios Advisors
UNCHANGED1,2401,24000%$17.3K$17.3K-$492023-03-22
Anchor Investment Management, LLC
UNCHANGED90090000%$12.6K$12.5K-$362024-01-02
Carroll Financial Associates, Inc.
UNCHANGED60060000%$8$8$02021-04-06
Ranch Capital Advisors Inc.
CLOSED028,155-28,155-100%$393$0-$3932021-05-17
Truist Financial Corp
CLOSED022,568-22,568-100%$315$0-$3152021-05-17
Greytown Advisors Inc.
CLOSED010,659-10,659-100%$149$0-$1492021-05-17
Hoover Financial Advisors, Inc.
CLOSED04,709-4,709-100%$66$0-$662021-05-14
Altus Wealth Group LLC
CLOSED03,550-3,550-100%$50$0-$502021-05-14
Proequities, Inc.
UNCHANGED000—$0$0$02021-05-13
Showing 44 of 44 institutions